See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,753 |
Service code 15 · EIN 14-1909645 | Recordkeeping | $8,557 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,845 | $56,152-54.0% | $185,823-86.1% | $73,409-64.8% |
| Participation rate | 34.9% | 67.6%-32.6pp | 78.0%-43.1pp | 72.2%-37.3pp |
| Annual return | 17.76% | 17.59%+0.2pp | 35.95%-18.2pp | 59.29%-41.5pp |
| Employer contribution / active EE | $464 | $1,532-69.7% | $4,087-88.6% | $2,234-79.2% |
| Participant deferral / active EE | $1,898 | $3,659-48.1% | $5,632-66.3% | $3,805-50.1% |
| Admin fee / account holder | $197 | $132+49.1% | $9,500-97.9% | $158+24.7% |